PFA
AVLR
Paradigm Financial Advisors’s Avalara, Inc. AVLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,760
| Closed | -$308K | – | 244 |
|
2021
Q3 | $308K | Sell |
1,760
-150
| -8% | -$26.3K | 0.07% | 158 |
|
2021
Q2 | $309K | Sell |
1,910
-270
| -12% | -$43.7K | 0.07% | 157 |
|
2021
Q1 | $291K | Buy |
+2,180
| New | +$291K | 0.07% | 152 |
|
2020
Q4 | – | Sell |
-1,590
| Closed | -$202K | – | 169 |
|
2020
Q3 | $202K | Sell |
1,590
-305
| -16% | -$38.7K | 0.06% | 123 |
|
2020
Q2 | $252K | Buy |
+1,895
| New | +$252K | 0.08% | 110 |
|